AKE 0.00% $9.83 allkem limited

I own shares in sqm and lthm (livent) which both also track...

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    I own shares in sqm and lthm (livent) which both also track lithium prices, as does albemarle (which I don’t own).

    but beware each has their own geographic, political and technical issues eg the atacama water issues and permits for expansion from the chilean govt have held back sqm and alb somewhat.

    so there is not one simple company on the us market that will mimic AKE or mimic the lithium spot price.

    hence I tend to monitor all the listed lithium producers and watch the spot price for carbonate, hydroxide and spodumene out of China and ex China.

    for AKE you need to keep an eye on the Argentine govt and their politics around export tax in addition to covid outbreaks, hyper inflation and currency depreciation.

    simple really
 
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Currently unlisted public company.

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